Customer Advisor Real Estate, Financing and Investments 100%
- Employment type
- Full-time
- Workload
- 100%
- Location
- Zürich · Remote possible
- Company
- Swiss Sports Family Office AG, 8001 Zürich
- First posted
Customer Advisor Real Estate, Financing and
Investments 80-100%
As a specialized partner, Swiss Sports Family Office AG (SSFO AG) supports high-net-worth individuals, athlete families, and institutional clients in all matters relating to asset and real estate investments. In the area of investment real estate, we are specifically expanding our team and are looking for an experienced, sales-oriented personality who will competently accompany our clientele - from valuation and advisory to a successful conclusion.
We are looking throughout Switzerland, by arrangement, for an open-minded personality with a banking background who wants to transfer their expertise in customer advisory, financing, or wealth management into the exciting world of real estate:
Your areas of responsibility
- Advisory and support of owners and prospective buyers during the entire sales process: specifically transferring banking experience to real estate transactions
- Valuation and potential analysis of owner-occupied property: specifically using finance and mortgage knowledge for real estate values
- Marketing of services as well as cross-selling: identifying and utilizing additional needs - including in the area of investment advisory and private equity
- Active marketing and conducting of property viewings: bringing presentation and sales experience from banking
- Conducting negotiations as well as organization of notarizations: applying negotiation competence from credit and investment business
- Organization and implementation of marketing measures: transferring market and customer understanding from banking to real estate markets
Your profile
- Completed banking apprenticeship with specific further training or studies in the finance/banking sector
- Several years of experience in customer advisory (Private Banking, Wealth/Asset Management, mortgage and financing advisory, or Corporate Banking)
- Strong interest in the real estate industry and motivation for a career change
- Enjoyment of customer contact, strong sales skills, and entrepreneurial thinking
- Independent, structured, and reliable way of working
- Languages: German (French and English an advantage)
- Willingness to travel
- Driver's license Cat. B, own car necessary
Our advantages
- Exciting and innovative working environment in the Swiss real estate market
- Practical deepening of real estate and sales competencies
- Attractive compensation model (Generous basic salary + quarterly bonus system)
- Opportunities to help shape and clear career perspectives
- Flat hierarchies, direct paths, and fast decisions instead of corporate structures
- Perspective to take on own responsibility and assume a fixed role in the real estate market
- Comprehensive support and participation in further training opportunities
- Flexible working hours and home office
- Enriching employee events and team excursions
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